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Catherine Lu
UX & UI Designer
Designer who codes.
Case Studies
Experiments
About
Catherine Lu
UX & UI Designer
Designer who codes.
Case Studies
Experiments
About
Uncovering Problems in a Qual Platform
Qualboard is an all-in-one digital qualitative research platform, enabling users to do live interviews and moderate discussion boards and conduct analysis. Recently the team has been releasing brand new, exciting AI features, but many users are not aware of them.
My role as the designer was to uncover how to improve feature advertising and onboarding. During this project, I collaborated with product managers, engineers, and the operation team.
Role
UX/UI Designer
Team Size
8
Timeframe
4 months
Uncovering Problems in a Qual Platform
Qualboard is an all-in-one digital qualitative research platform, enabling users to do live interviews and moderate discussion boards and conduct analysis. Recently the team has been releasing brand new, exciting AI features, but many users are not aware of them.
My role as the designer was to uncover how to improve feature advertising and onboarding. During this project, I collaborated with product managers, engineers, and the operation team.
Role
UX/UI Designer
Team Size
8
Timeframe
4 months
Uncovering Problems in a Qual Platform
Qualboard is an all-in-one digital qualitative research platform, enabling users to do live interviews and moderate discussion boards and conduct analysis. Recently the team has been releasing brand new, exciting AI features, but many users are not aware of them.
My role as the designer was to uncover how to improve feature advertising and onboarding. During this project, I collaborated with product managers, engineers, and the operation team.
Role
UX/UI Designer
Team Size
8
Timeframe
4 months
Context
Too many nebulous issues have gathered up
For many years, the team has heard many issues, from unengaging UI to confusing navigation, about the QualBoard platform. However these issues remain in a vague, nebulous, and verbal state. Not written-down nor prioritized, these unaddressed issues have led to clients leaving to competitors.
"For years we have gotten many tickets about QualBoard, but haven't taken the time to sort and organize them."
Context
Too many nebulous issues have gathered up
For many years, the team has heard many issues, from unengaging UI to confusing navigation, about the QualBoard platform. However these issues remain in a vague, nebulous, and verbal state. Not written-down nor prioritized, these unaddressed issues have led to clients leaving to competitors.
"For years we have gotten many tickets about QualBoard, but haven't taken the time to sort and organize them."
Context
Too many nebulous issues have gathered up
For many years, the team has heard many issues, from unengaging UI to confusing navigation, about the QualBoard platform. However these issues remain in a vague, nebulous, and verbal state. Not written-down nor prioritized, these unaddressed issues have led to clients leaving to competitors.
"For years we have gotten many tickets about QualBoard, but haven't taken the time to sort and organize them."
Discovery
Writing and executing the research plan
Before designing and finding solutions, I conducted over 7 user interviews to uncover key pain points and gauge the current ease-of-use. The areas of focus for the research phase were on the user's first impressions, main navigation, and verifying assumptions. Questions asked were asking people's opinions, and asking if users know the small UI items.
The research plan I written and shared with product managers to align goals and expectations.
Discovery
Writing and executing the research plan
Before designing and finding solutions, I conducted over 7 user interviews to uncover key pain points and gauge the current ease-of-use. The areas of focus for the research phase were on the user's first impressions, main navigation, and verifying assumptions. Questions asked were asking people's opinions, and asking if users know the small UI items.
The research plan I written and shared with product managers to align goals and expectations.
Discovery
Writing and executing the research plan
Before designing and finding solutions, I conducted over 7 user interviews to uncover key pain points and gauge the current ease-of-use. The areas of focus for the research phase were on the user's first impressions, main navigation, and verifying assumptions. Questions asked were asking people's opinions, and asking if users know the small UI items.
The research plan I written and shared with product managers to align goals and expectations.
Discovery
Card Sorting highlights the Project page as a major pain point
After the discovery stage, I quickly draft possible solutions for areas of problems. Then I discussed with product managers on what should be prioritized and focused.
For instance, the issue of the boring UI feedback, would give high wins but would be best saved for another period. By the end it was clear that the focus should be on the keep flows of the users: navigating to their meeting.
.....
Discovery
Card Sorting highlights the Project page as a major pain point
After the discovery stage, I quickly draft possible solutions for areas of problems. Then I discussed with product managers on what should be prioritized and focused.
For instance, the issue of the boring UI feedback, would give high wins but would be best saved for another period. By the end it was clear that the focus should be on the keep flows of the users: navigating to their meeting.
.....
Discovery
Card Sorting highlights the Project page as a major pain point
After the discovery stage, I quickly draft possible solutions for areas of problems. Then I discussed with product managers on what should be prioritized and focused.
For instance, the issue of the boring UI feedback, would give high wins but would be best saved for another period. By the end it was clear that the focus should be on the keep flows of the users: navigating to their meeting.
.....
Discovery
User Journeys reveals the Home page a point of failure
After interviewing, I created several user journey charts to visually illustrate when navigation errors happen. From the graphs, the team can easily identify where and when users cannot accomplish the basic tasks. This will help determine which problems and solutions to prioritize.
From the user journeys, I noticed the "Home Page" is deciding point whether the user successfully or unscuessfully accomplishes their goal.
Discovery
User Journeys reveals the Home page a point of failure
After interviewing, I created several user journey charts to visually illustrate when navigation errors happen. From the graphs, the team can easily identify where and when users cannot accomplish the basic tasks. This will help determine which problems and solutions to prioritize.
From the user journeys, I noticed the "Home Page" is deciding point whether the user successfully or unscuessfully accomplishes their goal.
Discovery
User Journeys reveals the Home page a point of failure
After interviewing, I created several user journey charts to visually illustrate when navigation errors happen. From the graphs, the team can easily identify where and when users cannot accomplish the basic tasks. This will help determine which problems and solutions to prioritize.
From the user journeys, I noticed the "Home Page" is deciding point whether the user successfully or unscuessfully accomplishes their goal.
Project Goal and Scope
Defined design goals: redesign Home, Project, Events pages and promote new features
After the discovery stage, I quickly draft possible solutions for areas of problems. Then I discussed with product managers on what should be prioritized and focused.
For instance, the issue of the boring UI feedback, would give high wins but would be best saved for another period. By the end it was clear that the focus should be on the keep flows of the users: navigating to their meeting.
.....
Project Goal and Scope
Defined design goals: redesign Home, Project, Events pages and promote new features
After the discovery stage, I quickly draft possible solutions for areas of problems. Then I discussed with product managers on what should be prioritized and focused.
For instance, the issue of the boring UI feedback, would give high wins but would be best saved for another period. By the end it was clear that the focus should be on the keep flows of the users: navigating to their meeting.
.....
Project Goal and Scope
Defined design goals: redesign Home, Project, Events pages and promote new features
After the discovery stage, I quickly draft possible solutions for areas of problems. Then I discussed with product managers on what should be prioritized and focused.
For instance, the issue of the boring UI feedback, would give high wins but would be best saved for another period. By the end it was clear that the focus should be on the keep flows of the users: navigating to their meeting.
.....
Iterating
Iterating and experimenting with users
After defining the design goals, I start experimenting with new layouts. Afterwards I seek feedback from users and the support team.
.....
Iterating
Iterating and experimenting with users
After defining the design goals, I start experimenting with new layouts. Afterwards I seek feedback from users and the support team.
.....
Iterating
Iterating and experimenting with users
After defining the design goals, I start experimenting with new layouts. Afterwards I seek feedback from users and the support team.
.....
Putting It Together
Putting It Together
Putting It Together
